Investment Performance Services, LLC

Georgia
Registered In
12/10/1998
Incorp. Date

Company Summary

Investment Performance Services, LLC at 570 E York St, Savannah, Ga 31401 lists Mitchell J Green and John Francis Whitmore of Savannah, GA as associates.

Registered In
Georgia
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active/Compliance
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Jacquie Crean Registered Agent
570 E YORK ST, SAVANNAH, GA 31401
Mitchell J Green CEO
7402 HODGSON MEMORIAL DR STE 100, SAVANNAH, GA 31406
John Francis Whitmore CFO
7402 HODGSON MEMORIAL DR STE 100, SAVANNAH, GA 31406
Stephen J Lange Secretary
7402 HODGSON MEMORIAL DR STE 100, SAVANNAH, GA 31406
570 E YORK ST, SAVANNAH, GA 31401 View Map

Financial Information for Investment Performance Services, LLC

Form 5500

INVESTMENT PERFORMANCE SERVICES LLC

570 E.york Street, Savannah, Ga 31401 (912) 629-4127 EIN:58-2432390 Plan Admin:Morgan Law
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameINVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY36 / 34 Assets BOY/EOY$75,619 / $76,222 2023 INVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN - Plan #501 36 / 34 $75,619 / $76,222
2022 Plan NameINVESTMENT PERFORMANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY54 / 56 Assets BOY/EOY$3,779,860 / $2,608,011 2022 INVESTMENT PERFORMANCE SERVICES, LLC 401(K) PLAN - Plan #001 54 / 56 $3,779,860 / $2,608,011
2022 Plan NameINVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY35 / 36 Assets BOY/EOY$65,176 / $75,619 2022 INVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN - Plan #501 35 / 36 $65,176 / $75,619
2021 Plan NameINVESTMENT PERFORMANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY51 / 54 Assets BOY/EOY$3,580,563 / $3,779,860 2021 INVESTMENT PERFORMANCE SERVICES, LLC 401(K) PLAN - Plan #001 51 / 54 $3,580,563 / $3,779,860
2021 Plan NameINVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY34 / 35 Assets BOY/EOY$35,191 / $65,176 2021 INVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN - Plan #501 34 / 35 $35,191 / $65,176
2020 Plan NameINVESTMENT PERFORMANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY48 / 51 Assets BOY/EOY$2,892,598 / $3,580,563 2020 INVESTMENT PERFORMANCE SERVICES, LLC 401(K) PLAN - Plan #001 48 / 51 $2,892,598 / $3,580,563
2020 Plan NameINVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY31 / 35 Assets BOY/EOY$12,001 / $35,191 2020 INVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN - Plan #501 31 / 35 $12,001 / $35,191
2020 Plan NameINVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN Plan #501 Participants BOY/EOY31 / 31 Assets BOY/EOY$0 / $12,001 2020 INVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN - Plan #501 31 / 31 $0 / $12,001
2019 Plan NameINVESTMENT PERFORMANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY38 / 47 Assets BOY/EOY$2,018,571 / $2,892,598 2019 INVESTMENT PERFORMANCE SERVICES, LLC 401(K) PLAN - Plan #001 38 / 47 $2,018,571 / $2,892,598
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INVESTMENT PERFORMANCE SERVICES, LLC

570 East York St, Savannah, Ga 31401-3545 Industry:Other Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$586,700 Forgiven$591,149 LenderTruist Bank Jobs33 04/14/2020 $586,700 $591,149 Truist Bank 33
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Stephen J Lange - Savannah, GA
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The following government agencies have contributed data:

Georgia Corporations Division U.S. Department of Labor U.S. Small Business Administration
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